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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $591,095 | $138,068+328.1% | $125,358+371.5% | $134,493+339.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.01% | 750.30%-769.3pp | 572.03%-591.0pp | 418.01%-437.0pp |
| Employer contribution / active EE | $14,549 | $5,244+177.4% | $4,814+202.2% | $4,740+206.9% |
| Participant deferral / active EE | $20,500 | $7,799+162.9% | $7,447+175.3% | $6,400+220.3% |
| Admin fee / account holder | $5,862 | $11,568-49.3% | $10,007-41.4% | $11,425-48.7% |